Measure for measure

With ambitious new targets for electric vehicles and vast opportunities in self-driving vehicles and the share-riding sector, China has the potential to reshape the global autos sector.

Correlations in equity markets have fallen dramatically since the beginning of 2017. We look at the drivers of this trend and the implications for investors.

While aggregate volatility of major stock indices continues to be atypically low, slowly but surely uncertainty is building up again in financial markets. Investors should take note.

While US equities may look expensive using some traditional yardsticks, there is reason to expect their marked outperformance of the past three decades may continue, argues Giles Parkinson.

The positive link between education and economic growth is well established. Bryony Deuchars explores what this means for emerging-market investors.

The National Party Congress will leave the Chinese President more powerful than ever before. What does this mean for China – and the world?

While the UK and US bluster towards new trading arrangements, the ASEAN region is quietly showing how it’s done, writes Ed Wiltshire.

India’s economy lags China’s in many areas, but in one crucial respect it has the edge: its favourable demographic profile. But will India be able to capitalise on this advantage?

The behavioural biases of investors offer opportunities to outperform so long as you avoid falling into the same traps, argues, Giles Parkinson.

There are signs China’s credit cycle has begun to turn, with big implications for other emerging markets, writes Will Ballard.

Emerging market investors welcome leaders who promise reform – but those promises are not always kept, writes Ed Wiltshire.

Amazon surprised the market with its $13.7 billion acquisition of Whole Foods, but as the company extends its reach into new sectors, will antitrust regulators begin to scrutinise its activities more closely?